Wolff Financial Management’s Enterprise Products Partners EPD Stock Holding History

Wolff Financial Management’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$250K	Hold	7,034	–	–	0.05%	97
2026 Q2	$259K	Hold	7,034	–	–	0.05%	97
2026 Q1	$266K	Hold	7,034	–	–	0.06%	94
2025 Q4	$226K	Hold	7,034	–	–	0.05%	98
2025 Q3	$220K	Hold	7,034	–	–	0.05%	98
2025 Q2	$218K	Hold	7,034	–	–	0.06%	93
2025 Q1	$240K	Hold	7,034	–	–	0.07%	87
2024 Q4	$221K	Hold	7,034	–	–	0.06%	90
2024 Q3	$205K	Buy	+7,034	New	+$205K	0.06%	98
2024 Q2	–	Sell	-8,834	Closed	-$258K	–	52
2024 Q1	$258K	Hold	8,834	–	–	0.08%	89
2023 Q4	$233K	Hold	8,834	–	–	0.07%	90
2023 Q3	$242K	Buy	+8,834	New	+$236K	0.08%	85
2023 Q2	–	Sell	-8,834	Closed	-$229K	–	52
2023 Q1	$229K	Hold	8,834	–	–	0.08%	92
2022 Q4	$213K	Hold	8,834	–	–	0.08%	95
2022 Q3	$210K	Hold	8,834	–	–	0.1%	94
2022 Q2	$215K	Hold	8,834	–	–	0.1%	97
2022 Q1	$228K	Buy	+8,834	New	+$214K	0.09%	98
2020 Q1	–	Sell	-7,600	Closed	-$214K	–	80
2019 Q4	$214K	Hold	7,600	–	–	0.14%	82
2019 Q3	$217K	Hold	7,600	–	–	0.16%	77
2019 Q2	$219K	Hold	7,600	–	–	0.17%	77
2019 Q1	$221K	Buy	+7,600	New	+$212K	0.18%	75

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Paralel Advisors Denver, Colorado $2.47B AUM 9.07% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Wolff Financial Management's EPD Position: Q3 2026 in Review

Wolff Financial Management held its Enterprise Products Partners (EPD) position steady in Q3 2026 at 7,034 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #97.

Wolff Financial Management first reported a position in EPD in Q1 2019 and has held it in 21 quarters since. The position peaked at $266K in Q1 2026. 1,111 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Wolff Financial Management held 7,034 shares of Enterprise Products Partners worth $250K as of Q3 2026.
Wolff Financial Management left its Enterprise Products Partners share count unchanged in Q3 2026.
Enterprise Products Partners made up 0.05% of Wolff Financial Management's portfolio in Q3 2026, its #97 holding.
Wolff Financial Management first reported a position in Enterprise Products Partners in Q1 2019 and has held it in 21 quarters since.
Wolff Financial Management's Enterprise Products Partners position peaked at $266K in Q1 2026.
1,111 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Wolff Financial Management's 13F filing for Q3 2026, filed 23 Oct 2026.